Cape Investment Advisory, Inc. Principal ETF U S Mega Cap Transaction History

Cape Investment Advisory, Inc.

  • $274 Billion
  • Q2 2025

A detailed history of Cape Investment Advisory, Inc. transactions in Principal ETF U S Mega Cap stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 883 shares of USMC stock, worth $60,247. This represents 0.02% of its overall portfolio holdings.

Number of Shares
883
Previous 627 40.83%
Holding current value
$60,247
Previous $35.6 Million 55.16%
% of portfolio
0.02%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 19, 2025
BUY
$50.94 - $62.56 $13,040 - $16,015
256 Added 40.83%
883 $55.2 Million
Q1 2025

May 16, 2025
BUY
$55.72 - $63.13 $30,813 - $34,910
553 Added 747.3%
627 $35.6 Million
Q4 2024

Feb 05, 2025
BUY
$56.37 - $61.98 $4,171 - $4,586
74 New
74 $4.44 Million

Others Institutions Holding USMC

# of Institutions
84
Shares Held
53.5M
Call Options Held
0
Put Options Held
0
View Full List

About PRINCIPAL ETF U S MEGA-CAP

USMC Quotes by TradingView
  • Ticker USMC
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